A secure client portal to collect documents without the chase
Turn document requests into a clear checklist your clients complete at their own pace — track every submission's progress in one Europe-hosted workspace.
Free until 2027
Sign up before October 1, 2026 and use DocuCollect free until 2027 — no credit card required.
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Who uses DocuCollect?
Accounting & bookkeepingLaw firmsDigital agenciesMortgage & financeReal estate agencies
Tired of chasing down documents?
You need clients to send files and information so you can do your work — but collecting it becomes the work. Email threads pile up, items get forgotten, and deadlines slip. DocuCollect is client onboarding software that turns the chase into a clear checklist your clients can complete at their own pace.
How it works
Three steps to organized client documents
- 01
Build a checklist
Create a form from a template. Define every document or text field you need, with clear instructions for clients.
- 02
Invite clients securely
Send a magic link by email. Clients sign in without a password and land directly on their checklist.
- 03
Review and approve
Download submissions, approve or reject individual items, and leave comments — all in one workspace.
Why DocuCollect
Everything you need in a secure client portal
Reusable templates
Start from predefined form templates and reuse them across every new client or project.
Item-level feedback
Reject only the fields that need changes and discuss requirements right on each item.
Client image-to-PDF tool
Clients turn messy phone photos into one clean PDF before they submit — so your team stops copy-pasting screenshots into Word just to get a usable file.
RGPD-compliant & Europe-hosted
DocuCollect is RGPD compliant. Every company's data is isolated with row-level security, and all files and data are stored in Europe — never in email attachments.
Multi-company clients
One client account can access forms from every company that invites them — no duplicate logins.
Data protection
RGPD compliant — data stored in Europe
DocuCollect is designed to meet RGPD requirements. Your clients' documents and personal data stay in European data centers, with tenant isolation and private storage so information never leaves the EU for processing or hosting.
Frequently asked questions
What is DocuCollect?
- DocuCollect is secure client portal software for professional teams. You build client checklists, invite clients with magic links, and review document submissions in one multi-tenant workspace — without relying on email attachments.
How is this better than collecting documents by email?
- Email has no shared checklist, no clear status for each file, and weak control over sensitive attachments. DocuCollect shows what is still missing, lets you approve or reject items individually, and keeps client documents in a private, Europe-hosted workspace.
Do clients need a password?
- No. Clients open a secure magic link from their invite email, land on their checklist, and can submit documents without creating another password.
Is DocuCollect RGPD-compliant and Europe-hosted?
- Yes. DocuCollect is designed for RGPD requirements, with tenant isolation and private storage in European data centers so client documents and personal data stay in the EU.
Explore DocuCollect
Guides and pages to help you run a client portal and collect documents without the chase.
Ready to stop chasing documents?
Sign in with your email to access your workspace. Company owners and invited clients each get a magic link — no passwords required.
Free until 2027
Sign up before October 1, 2026 and use DocuCollect free until 2027 — no credit card required.
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